Tillery, Susan M.
Essentials of Personal Financial Planning
ESSENTIALS OF PERSONAL FINANCIAL PLANNING
Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as:
- The PFP process, concepts and regulatory environment.
- Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services.
- Time value of money concepts.
Keywords: Cash flow planning, Charitable planning, Education planning, Elder planning, Estate, gift, and wealth transfer planning, Investment planning, Retirement planning, Risk management and insurance planning, Tax planning
- Author(s)
- Tillery, Susan M.
- Tillery, Thomas N.
- Publisher
- John Wiley and Sons, Inc.
- Publication year
- 2017
- Language
- en
- Edition
- 1
- Series
- AICPA
- Page amount
- 456 pages
- Format
- Ebook
- eISBN (ePUB)
- 9781119421207
- Printed ISBN
- 9781945498237